Real Estate Investors
Tax and accounting guidance for real estate investors: cost segregation, depreciation recapture, 1031 exchanges, Airbnb deductions and more.


Author:
Greg O’Brien
November 5, 2026
How does a cash-out refinance affect Airbnb tax deductions?
Learn how a cash-out refinance affects Airbnb tax deductions, including mortgage interest tracing, rental versus personal use, and IRS limitations.


Author:
Greg O’Brien
November 3, 2026
What records should Airbnb owners prepare before refinancing a rental property in 2026?
Learn which Airbnb records to prepare before refinancing in 2026, including booking reports, bank statements, rental income, expenses, and tax returns.

Author:
John Malone
October 24, 2026
Can an installment sale defer depreciation recapture on a rental property?
Can an installment sale defer depreciation recapture? Learn how Section 453, rental property gains, and recapture rules affect taxes when selling.

Author:
Greg O’Brien
October 21, 2026
Virtual CFO for real estate investors: what should the role cover?
What should a virtual CFO do for real estate investors? Explore cash flow forecasting, debt management, acquisition planning, and portfolio reporting.

Author:
John Malone
October 15, 2026
Which grouping election should Airbnb owners use for multiple properties?
Which grouping election should Airbnb owners use? Learn how IRC §469, material participation, and real estate professional rules affect multiple properties.

Author:
John Malone
October 14, 2026
How does a prior depreciation schedule change a cost segregation study for an Airbnb?
Already depreciating your Airbnb? Learn how cost segregation look-back studies, Form 3115, and Section 481(a) can affect your tax deductions.

Author:
John Malone
October 13, 2026
How should real estate professionals account for Airbnb security deposits, owner stays, and refunds?
Learn how to account for Airbnb security deposits, owner stays, and refunds, including IRS rental income rules, personal-use limits, and tax reporting.

Author:
Greg O’Brien
October 8, 2026
How should Airbnb owners calculate the break-even point for cost segregation in 2026?
Learn how Airbnb owners can calculate the cost segregation break-even point in 2026 using study costs, usable losses, tax rates, and recapture.

Author:
John Malone
October 7, 2026
What should real estate professionals do before year-end tax planning in 2026?
Learn what real estate professionals should review before year-end tax planning in 2026, including REPS, passive losses, §199A, depreciation, and personal use.

Author:
Greg O’Brien
October 5, 2026
Can an Airbnb owner use a family management company for multiple properties in 2026?
Learn when a family management company makes sense for Airbnb owners with multiple properties and how tax, pricing, and documentation rules apply in 2026.

Author:
John Malone
September 28, 2026
Does converting an Airbnb to a long-term rental undo cost segregation in 2026?
Converting an Airbnb to a long-term rental usually does not undo cost segregation, but it may change passive-loss treatment and deduction timing under IRC §469.

Author:
Greg O’Brien
September 27, 2026
When is a lazy 1031 exchange worth considering instead of a traditional 1031 in 2026?
Learn when a lazy 1031 may be worth considering in 2026, how it differs from a traditional 1031, and why passive-loss math matters.
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